sacking

Wednesday Outlook: Commodities, Global Markets

As I said previously, went to the mall and saw many people shopping at crate and barrel, pottery barn etc. Then home depot was crowded as well. Maybe it's just the people not impacted by the recession that were buying, but with back to school etc, maybe people are tired of being tired, and decided to go shopping. For awhile now, we've heard that we're bottoming, and not falling as much as we were last year. Well, bottoming is better than falling.
Retail sales were better than expected, and the market is moving higher. For a longtime I've used VNQ (real estate etf) as an indicator. If it's going up, the market's going up. It broke through 40 early this week. Thanks Dave for all your insights. I check your commentary first thing in the morning. Of course, being on the west coast, many get here before me.

Tuesday Outlook: Commodities, Global Markets

cont.
will be more interesting. What happens if the green shoots don't appear? How hard and fast do we fall? If this "recovery" stumbles, the fall could be worse than last October. Let's hope the powers that be know what they're doing and can keep the ship afloat.

Tuesday Outlook: Commodities, Global Markets

Good bye and good luck to those who want to leave. I want to see the charts and comments by David, not by you anyway. If you're that good of a trader, what are you doing here?

I appreciate Dave's comments and insights. Brazil is a great place to invest. I got ILF and EWZ.

The long-term

Wednesday Outlook: Commodities, Global Markets

Dave
Thanks for posting the HYG chart. I always look forward to your charts and comments.

Wednesday Outlook: Commodities, Global Markets

Glad to hear your wife is doing better.

I got into ILF to play the Brazil / SA markets and look forward to positive returns. Thanks for your insights.

Thursday Outlook: Commodities, Global Markets

As with the other comments, let me add my voice to the prayers rising up wishing Francine a speedy recovery. You're a lucky man. Thank you for everything. Take care and enjoy Baltimore and the east coast.
Thank you for all your insights.

Thursday Outlook: Commodities, Global Markets

Welcome back Dave, and hoping for a speedy recovery for you and your family. Assuming the market is trying to look six months forward, it's still hard to tell what it sees out there. Past news is supposed to be discounted. But as you pointed out, the market gets stumped by GM warning of impending doom. Who knew!
Any thoughts on HYG? Or is a high yield bond ETF not something you're interested in.

Wednesday Outlook: Commodities, Emerging Markets

I'm wondering how the Obama stimulus package will impact the base commodities like steel, etc. XLB could be attractive if you think there will be massive infrastructure projects coming in 2009. As to Brazil (EWZ) with RIO and PBR in the ETF mix.